Brian Mclaughlin Email & Phone Number

Jersey City, NJ, US

New York, New York, US

-Daily monitoring of client portfolios, issuing & receiving collateral calls-Reconciliation of portfolios-Reconciliation and escalation of all client disputes and regulatory queries-Liaison with internal groups-Settlement of collateral

-Processed and settled Exchange Traded Futures and Options-Reconciled futures and options positions, P&L and brokerage fees with trading and clearing brokers-Responsible for entering all Static Data for Futures and Options contracts in the system-Generated accounting entries on a daily basis

-Responsible for WorldLend Database Input and Maintenance of Related Documentation Borrower and Lender account openings, credit limits, restrictions (pc matrixes for Trading) settlement instructions, fee %, and mark settings-Work on Global One - New Securities Lending System Implementation

London, GB

Middle Office Sales Support - Secured Financing

Responsible for assisting with the research, formulation, verification, evaluation and maintenance of information for the Securities Lending Department, Bank, clients and regulators; and performing cross-functional duties in the areas of risk and operational administration within the Department.

New York, NY, US

• Responsible for supporting Fixed Income Desk, to ensure that cash and securities were transferred between Morgan Stanley and counterparties properly and efficiently. Interfaced with Hedge Funds, Major Financial.
• Manage $150 billion tri-party book of transactions per day
• Wire funds, up to $20 billion per day, for domestic tri-party transactions
• Responsible for funding, collateralizing and settling trades for equities and fixed income securities
• Book internal security pools of up to $30 billion per day
• Utilize BONY database systems, such as Accessedge, GSCX, and Inform, to verify client tri-party transactions

New York, NY, US

• Responsible for setting up tri-party repurchase agreements for various dealer accounts. Interfaced with Broker Dealers in processing Tri-Party transactions. All major financial institutions from both the buy and sell.
• Input accounts onto the Contract Management Database (CMDB) and send out extract inquiries and requests
• Act as a liaison between clients on the buy side and sell side to meet their needs with new and existing accounts
• Report to management on status of outstanding issues and projects
• Use Accessedge to process transactions
• Assemble Dealer Boxes, DTC Dealer Boxes, Cusip Tags, Report Groups, Unwind Groups, etc.

New York, NY, US

• Function included verification transactions qualified to be processed under existing agreements. Compared and reviewed transactions with pre-set limits.
• Interfaced with customers to determine if their requests could be processed
• Processed high volume client requests (via phone or clearing system)
• Utilize GSCX for clearing tri-party transactions
• Lent support to the mini “command center” of Broker Dealer Services
• Recorded customer requested government security transactions

• Filing, billing, copying, etc.
• Clerical assistant for Partner in charge of office

Bs, Management With A Minor In Marketing

Education record